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Raymond James Financial 8-K Report, Financial Results (Jul 22, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed July 22, 2026
Period End
July 22, 2026
Security
RJF
In the record · 2016–202610-K1010-Q338-K266

RJF filed 10 annual reports (10-K), 33 quarterly reports (10-Q) and 266 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · May ’17May ’17
  2. Leadership change8-K · Dec ’19Dec ’19
  3. Leadership change8-K · Dec ’21Dec ’21
  4. Material agreement8-K · Sep ’25Sep ’25

01—Abstract

Summary

Summary of the 8-K filed July 22, 2026. Cited figures are marked; the original filing is the authoritative source.

Raymond James Financial, Inc. (NYSE: RJF) reported record fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with net revenues of $3.93 billiona, up 16% from the prior year's fiscal third quarter and 2% from the preceding quarter.

Net income available to common shareholders was $595 millionb, or $3.01 per diluted share, up 42% year over year. Excluding $25 million of acquisition-related expenses, net of tax, adjusted net income available to common shareholders was $620 million, or $3.14 per diluted share. For the first nine months of fiscal 2026, net revenues were $11.5 billion (up 11%) and diluted EPS was $8.52 (up 16%), with records set for net revenues, pre-tax income, net income and EPS.

Growth was driven by the Private Client Group and Asset Management segments. Client assets under administration reached a record $1.92 trillionc, and quarter-end Private Client Group fee-based account assets reached $1.15 trillion, up 22% year over year. Domestic Private Client Group net new assets were $21.7 billion for the quarter, an annualized growth rate of 5.5%.

Asset Management financial assets under management rose to $345 billiond, including $36 billion from the acquisition of Clark Capital completed on April 30, 2026. Bank pre-tax income was a record $206 million, and Capital Markets investment banking revenues rose 40% year over year. The company repurchased $400 million of common stock at an average price of $152 per share during the quarter, with $1.1 billion remaining under the Board's authorization.

The total capital ratio was 22.5% and the tier 1 leverage ratio was 11.7%, both estimated and described as well above regulatory requirements. The effective tax rate was 20.7%, reflecting nontaxable gains on corporate-owned life insurance. The company also noted that it enters the fiscal fourth quarter with strong investment banking pipelines and robust financial advisor recruiting.

02—Key points

Key Highlights

  1. Record quarterly net revenues of $3.93 billion, up 16% year over year and 2% sequentially.
  2. Net income available to common shareholders of $595 million, or $3.01 per diluted share (up 42% year over year); adjusted diluted EPS of $3.14 excluding $25 million of after-tax acquisition-related expenses.
  3. Record client assets under administration of $1.92 trillion, up 17% over June 2025; PCG fee-based account assets of $1.15 trillion, up 22%.
  4. Domestic PCG net new assets of $21.7 billion for the quarter, or 5.5% annualized growth; 6.6% annualized for the first nine months.
  5. Asset Management record net revenues of $362 million (up 24%) and financial assets under management of $345 billion (up 31%), including $36 billion from the Clark Capital acquisition.
  6. Bank segment record pre-tax income of $206 million (up 67% year over year); record net bank loans of $56.2 billion, up 13%.
  7. Repurchased $400 million of common stock at an average of $152 per share; $1.1 billion remains under the authorization.

03—Questions

Frequently Asked Questions

  1. How did Raymond James perform in fiscal third quarter 2026?

    The firm reported record quarterly net revenues of $3.93 billion, up 16% from the prior year quarter, and net income available to common shareholders of $595 million, or $3.01 per diluted share. Excluding $25 million of after-tax acquisition-related expenses, adjusted diluted EPS was $3.14.

  2. What drove revenue growth this quarter?

    The filing attributes growth mainly to asset management and related administrative fees, which rose to $2.08 billion, driven by market appreciation and net inflows into PCG fee-based accounts. Capital Markets net revenues also rose 25%, driven by higher M&A and advisory and underwriting revenues.

  3. How are client assets and net new assets trending?

    Client assets under administration reached a record $1.92 trillion, and domestic PCG net new assets were $21.7 billion for the quarter. For the first nine months, domestic PCG net new asset growth was 6.6% annualized, compared with 3.3% in the prior year period.

  4. What did the company do with capital this quarter?

    Raymond James repurchased $400 million of common stock at an average price of $152 per share and had $1.1 billion remaining under its Board authorization at June 30, 2026. The total capital ratio was 22.5% and the tier 1 leverage ratio was 11.7%, both estimated.

  5. What was the effect of the Clark Capital acquisition?

    Clark Capital, acquired April 30, 2026 and integrated into the Asset Management segment, contributed $36 billion of financial assets under management and $11 billion of non-discretionary assets, representing total client assets of $47 billion as of the acquisition date.

04—Continue

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